Xerox Network Scanning – TWAIN Configuration For The .

Xerox Multifunction DevicesCustomer Tips for the userdc07cc0432October 19, 2007Xerox Network Scanning –TWAIN Configuration for theWorkCentre 7328/7335/7345PurposeThis document appliesto these Xeroxproducts:XWC 7328/7335/7345This document contains the procedure to configure the Xerox multifunction device anduser workstations to enable network scanning using the TWAIN driver.BackgroundTWAIN is an industry standard or protocol for applications that interface with scanningdevices. The Xerox TWAIN driver for Microsoft Windows 2000/2003/XP providesscanning from the WorkCentre to applications that are compliant with the TWAINstandard.Configuring the Xerox multifunction device for networkscanning using the TWAIN DriverTo enable TWAIN scanning on the Xerox multifunction device there are a number ofsteps that need to be completed for this functionality to work. They are:dc07cc0419Customer Support Creation of a device digital certificate Enabling of the SSL (Secure Socket Layer) protocol Enabling of Scan Template ManagementPage 1

Verify Device Settings via the Configuration ReportAt the Machine1. Press the [Machine Status] button.2. Touch the [Print Reports] button and then the [Printer Reports] button.3. Touch the [Configuration Report] button and press the green start button to printthe report.4. On the configuration report verify that within the Communication Settings sectionon page 4 that TCP/IP is enabled with an existing IP Address; and HTTP isenabled with a valid Server Name / IP Address.Retain the Configuration Report as the IP address will be used in subsequent steps.Creation of a Device Digital CertificateTo enable SSL on a device, it needs to have its own digital certificate. When clients makea request to the device, it exports the certificate to the client providing an encryptedchannel.There are two options available to obtain a server certificate for the device: Have the device create a Self Signed Certificate A self signed certificate means that the device signs its own certificate astrusted and creates the public key for the certificate to be used in SSLencryption.Upload a certificate from a Certificate Authority or a server functioning as aCertificate Authority to the device.Note: A Self Signed Certificate must be created and stored on the device before a signedcertificate from a Certificate Authority can be uploaded.A separate request is required for each device.dc07cc0419Customer SupportPage 2

Accessing the Machine Digital Certificate Configuration Screen1. Open your Web browser and enter the TCP/IP address of the WorkCentre in theAddress bar. Press [Enter].2. Click the [Properties] tab, select the [Security] folder and click on [MachineDigital Certificate Management].Creating a Self Signed Certificate1. Click [Create New Self Signed Certificate].2. Select a Public Key Size of 512 or 1024 Bits.3. Complete the Issuer field. The default is a variation of the WorkCentre’s MACAddress.4. Click [Apply]. A ‘Settings have been changed’ confirmation message will appearwhen successful.dc07cc0419Customer SupportPage 3

Enable the SSL (Secure Socket Layer) protocol1. Within the same Security folder select [SSL / TLS Settings].2. Click the Enabled box for HTTP - SSL / TLS Communication and click [Apply]. A‘Settings have been changed’ message will appear when successful.3. Click [Reboot machine]. The machine will be unavailable for a short period oftime.4. Close your web browser and re-open your web browser and enter the TCP/IPaddress of the WorkCentre in the Address bar. Two security warnings will appearquestioning the validity of the self signed certificate. Click [OK] on both screens tocontinue. You will notice on the address bar of the browser that you are now usingthe HTTPS protocol to communicate with the browser.5. If you will be using the device’s self signed certificate proceed to the ‘Verify ScanTemplate Management’ section other wise proceed to next section.Upload Signed Certificate from a Certificate Authority / Certificate Server1. Click the [Properties] tab, select the [Security] folder and click on [MachineDigital Certificate Management].2. Within the Machine Digital Certificate Management screen click [Upload SignedCertificate].2. Enter and confirm a password (if needed).3. Browse and select the signed certificate file and click [Import]. If successful aconfirmation message will appear.4. To enable the newly imported certificate. Select [Certificate Management] withinthe Security folder.dc07cc0419Customer SupportPage 4

5. Select the category that best describes the signed certificate uploaded and click on[Display the list].6. Within the Certificate List screen select the box next to the certificate that should beused on the device and click the [Certificate Details] button.7.Within the Certificate Details window click on [Use this certificate]. Whensuccessful a ‘Settings have been changed’ message will appear as well as arequest to reboot.8. Click [Reboot Machine]. The machine will be unavailable for a short period oftime.9. After a short period of time refresh the browser.dc07cc0419Customer SupportPage 5

Verify Scan Template Management Enabled1. Within the properties tab click [Services, Network Scanning, Scan TemplateManagement].2. Verify that the Scan Template Management - Enabled box is checked. If it hasn’tbeen enabled automatically, check the box now.Xerox TWAIN Driver InstallationInstallation RequirementsThe following are required for installing the TWAIN driver: The workstation must be running Microsoft Windows XP, Windows 2003, orWindows 2000 operating systems. You must possess Administrator rights on the workstation to install the driver. The workstation must have TCP/IP and HTTP enabled. Simple File Sharing must be disabled on the workstation to allow for proper deviceauthentication. The device must have the network scanning option enabled.Windows XP Professional Service Pack 2 has Windows Firewall turned on by defaultor your site may have Windows Firewall enabled for security reasons. If WindowsFirewall is enabled, you must set up Exceptions for print and file sharing to ensurethat scanning with the TWAIN driver works properly.Obtaining the Driver Installation FilesTo ensure that the latest release of the driver is installed, it is recommended todownload the latest driver from the Xerox support web site.1. Within your browser window type http://www.xerox.com2. At the Xerox home page select [Support & Drivers], enter the product number inthe field provided and select [Search].3. Select [Drivers & Downloads] for your specific product.4. Select [Xerox Scan Drivers] that is listed within the Drivers section.5. Review the End-User License Agreement, and select either [Accept] or [Decline].6. Clicking Accept will cause a File Download window to appear.7. Select [Save] and download the file to a known location on your workstation.8. Browse to the location where you saved the zip file and unzip all contents.dc07cc0419Customer SupportPage 6

Installing the TWAIN Driver1. Logged on to the workstation or server as an administrator, open the WindowsControl Panel.2. Click [Scanners and Cameras] and then [Add an imaging device]. For Windows2000, click [Add].3. The Scanners and Camera Installation Wizard opens. Click [Next].4. Click [Have Disk] and browse to where the unzipped files are located, select the.inf file.5. Click [Open] and [OK].6. Select Xerox WorkCentre/Pro TWAIN Scanner. Click [Next].For Windows 2000 select the scanner then [Automatic Port Select] and click[Next].7. Accept the default scanner name or enter a new name. Click [Next].8. Click [Finish]. Files are copied to the workstation.9. For Windows XP, the Hardware Update Wizard opens. Click [Next].For Windows 2000, a dialog opens.10. Enter the Host Name or IP Address of the desired scanner and Click [Confirm]. Atthe top of the gray area of the window a message confirming that the device wasfound should appear.If a specific scanner is not identified at this time, you will be able to select one afterthe driver has been installed11. For Windows XP, if prompted, select [Yes] to disable Simple File Sharing.12. Click [Next] and then click [Finish] to complete the installation.13. If prompted, reboot the workstation to finish the installation. If not prompted, closethe ‘Scanners and Cameras’ windows.dc07cc0419Customer SupportPage 7

Configuring the TWAIN DriverOnce you install the driver, you must establish a user profile. You should be loggedonto the PC with your personal Windows user account when you establish your profile.To set your profile and access driver properties:1. Open the Windows Control Panel.2. Select [Scanners and Cameras].3. Right-click the scanning icon for the WorkCentre and choose [Properties].4. Select the [User Settings] tab. This tab displays the default settings for your scantemplate. A scan template is automatically created on the device and is namedbased on your Windows logon name. Any existing templates of the same name willbe overwritten.If you would like an identifying suffix added to the template name, type it in theOptional Template Extension field. The default is ‘TWAIN’.dc07cc0419Customer SupportPage 8

5. Select the [Scan Options] tab and select default settings for your scan templateand click [Apply].Any of these settings can be overridden directly at the WorkCentre. Output Color: Select whether you want scanned documents saved in color,grayscale (shades of gray to depict color variances), or black and white. Resolution: The resolution setting affects the amount of detail reproduced onscanned images. Document Format: Select the file format in which your scanned documentsshould be saved. JPG: A graphic format ideal for complex pictures or photographs. Eachdocument page becomes a separate JPG image. (Color scanners only.) TIFF: A file format for bitmap images; simulates grayscale shading. Eachdocument page becomes a separate TIFF image. Multi-Page TIFF: TIFF file output in which all pages of a document arescanned into a single file. PDF: A universal file format that preserves all fonts, formatting, graphics, andcolor in a source document regardless of the application and platform used tocreate it. All pages in the document are saved in a single file. Sides To Scan: Select whether your original document is one-sided or twosided. Original Size: If you scan a document from the platen glass rather than thedocument feeder, you can specify a particular scan size. This enables you toscan only a specific portion of a document page.6.If during driver installation you did not specify a device IP address and you haveAdministrator rights on the workstation, click the [Administrator Options] taband enter the IP address of the WorkCentre Device.7.Click [Apply] and [OK].Scanning a DocumentTo scan using the driver:1. Your PC must be on and you must be logged on using the same user account youused when you created your user profile.2. At the device, touch [All Services]3. Touch [Network Scanning] and select the desired template. Option changes canbe made at this time.dc07cc0419Customer SupportPage 9